BNL Portfolios

Bradley Nuttall 60% Equity / 40% Fixed Interest Portfolio60/40

BNL Portfolio 60/40: 60% Equtiy and 40% Fixed Income, Moderately Aggressive - Suitable for investors with a time horizon of approximately 7 years before they begin spending large amounts of their portfolio. This portfolio is acceptable for those seeking a moderate degree of volatility in order to achieve moderate portfolio growth.

Allocation: BNL Portfolio 60/40

Bradley Nutall Indices	Allocation (%)	Approximate Number of Stocks and Bonds
New Zealand Equity	10.00	50
New Zealand Real Estate	6.00	6
Australian Large Cap	3.00	100
Australian Value	5.00	200
Australian Small Cap	2.00	460
Global Core	22.40	5200
Global Value	4.80	640
Global Real Estate	2.00	270
Emerging Markets	4.80	1300
Five-Year Global Fixed Income	21.00	80
New Zealand Fixed Income	17.00	60
Cash	2.00	1
Totals*	100.00	8367

Sources, Disclosures and Updates: See BNL Disclosure page, *some positions may be in multiple and thus double counted.

Risk and Return: BNL Portfolio 60/40

BNL Portfolio 60/40	2011	2010	2009	3 Yrs	5 Yrs	10 Yrs	21 Yrs
Growth ($)	0.99	1.10	1.19	1.30	1.18	1.84	4.71
Return (%)	-1.37	10.06	19.44	9.04	3.28	6.31	8.81
Risk (%)	6.72	8.56	10.68	8.86	9.07	7.84	7.52

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Rolling Period Returns: BNL Portfolio 60/40 20 Years 1991 - 2010

Time Period	Highest (%)	Start Date	Lowest (%)	Start Date
1 Month	7.32	Apr-09	-6.91	Aug-98
1 Year	30.29	Apr-09	-16.00	Nov-07
2 Years	19.55	Apr-09	-8.08	Apr-07
3 Years	18.39	Apr-03	-2.87	Apr-06
4 Years	15.83	Apr-03	1.82	Oct-07
5 Years	13.70	Feb-95	3.28	Jan-07
6 Years	13.00	Feb-95	5.55	Oct-05
7 Years	12.05	Apr-91	4.39	Apr-02
8 Years	12.23	Nov-92	4.42	Apr-01
9 Years	12.35	Jan-91	4.80	Apr-00
10 Years	11.76	Feb-91	5.48	Apr-99
11 Years	11.15	Jan-91	5.51	Apr-98
12 Years	10.86	Feb-95	6.23	Jan-00

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Annual Returns: BNL Portfolio60/40 20 Years 1991 - 2011

60-40_Annual_Returns

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Histogram of Annual Returns: BNL Portfolio 60/40 20 Years 1991 - 2011

60-40_Histogram_of_Annual_Returns

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Growth of $1 in BNL Portfolios 20 Years 1991 - 2011

60-40_Growth_of_1_Bar

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

60-40_Growth_of_1_Line

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Risk Return Scatter Plot in BNL Portfolios 20 Years 1991 - 2011

60-40_Risk_Reward_Scatter_Plot

Sources, Disclosures and Updates: Returns are net manager fees but gross advisor and custodial fees. See BNL Disclosure page.

Disclosures: All returns are net of management fees, but before adviser monitoring and custodial fees. All returns are gross of tax. Bradley Nuttall’s asset allocations have changed over time. All returns are based on our current asset allocation model. Returns are a combination of actual returns (where available) and simulated data using relevant benchmarks. All returns have been sourced from data that Bradley Nuttall believes are accurate. Past performance is not necessarily an indication of future performance. Individuals should obtain specific investment advice from a qualified adviser before making any investment decision.

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